Work History

Work History
Jul 2009 - Present

Mortgage Consultant

Lee & Lee Financial Services

Advises and assists clients in choosing a suitable mortgage product for their needs. Services offered: 1st, 2nd, 3rd mortgages, mortgage refinancing, and debt consolidation.

Mar 2006 - Nov 2008

Masters Student

University of Sydney
Jan 2006 - Dec 2007

Masters Student

University of London, School of Oriental and African Studies
Jul 2004 - Jul 2005

Junior Project Manager

Thomson Reuters (formerly Reuters Canada Limited)

Reuters Datafeed (RDF) Server Migration/Upgrade Project

A multi-million dollar project to migrate all 50 existing Canadian clients (including CIBC World Markets, TD, RBC, Scotia, BMO Nesbitt Burns, Yorkton Securities, National Bank Financial, Belzberg Technologies, Credit Suisse First Boston, Bank of America, UBS Bunting Warburg) with legacy market datafeed servers (e.g. Triarch-based BGSes and Bridge servers) to the RDF platform so that the legacy servers can be decommissioned. Coordinate server upgrade with front-end client software upgrades, as well as telecommunication circuits upgrades to accommodate for higher capacity market data flow from RDF.

  • In the capacity of Junior Project Manager, planned and coordinated the network migration and concurrent server and front-end desktop client upgrades for 50 business clients in eastern and western Canada.
  • Achieved a 100% success rate in the migration of clients with limited IT resources and budget; introduced effective risk management strategies to minimize known risks and to reduce the impact of unknown risks.
  • Synchronized deployment and go-live schedules with telecommunications providers, regional IT contractors, clients and Reuters’ internal business departments to ensure seamless execution with minimal downtime for mission critical systems.
  • Successfully completed the multi-phase project on time, on budget and with zero negative business impacts.
May 2000 - Jul 2004

Field Service Engineer

Reuters Canada Limited

As Field Service Technician / Engineer, collaborated on a number of key Reuters product launches and systems integration/upgrade projects including:

Reuters Dealing 2000 to Dealing 3000 System Upgrade (2003-2004)(Project Implementation Team)

Million dollar upgrade project for 40 existing clients across Canada to replace 120 legacy Dealing 2000 currency trading keystations, 50 Conversation servers and 40 Dealtracker servers for software compatibility with Windows 2000/XP. Concurrently, upgrade legacy telecommunication circuits (19.2K) to higher bandwidth (T1) circuits to accommodate for increased demand for greater bandwidth. Major clients included: TD, CIBC, RBC, BNS, BMO, Bank of America, JP Morgan, HSBC, and National Bank.

  • As part of technical implementation team, worked seamlessly with Reuters sales team to secure stakeholder buy-in, and delivered the client site rollouts either ahead of schedule or on time, with minimum service disruption and zero data loss, which exceed customer expectations
  • High customer satisfaction for new product obtained through the combination of successful project delivery  and support translated into 8% increase in keystation sales to RBC

Reuters Plus Product Launch (2002) & Rollout Project (2003)(Project Technical Co-Lead)

Reuters Plus was a flagship product for equity trading to replace legacy Reuters Trader and Bridgestation terminals. Major clients included e-Trade, Belzberg Technologies, Mavrix Securities, Thomson Kernaghan, Canaccord Capital, CIBC Wood Gundy, Merrill Lynch, Research Capital, and Raymond James.

  • Co-managed the Reuters Plus product launch project, assuming primary responsibility for the desktop component of the new software deployment
  • Managed a 20-member implementation team to deliver on scope and schedule

Reuters 3000Xtra Product Launch Project (2002)(Project Implementation Team)

Key member of the project team that deployed and operationalized the new Reuters 3000Xtra market data application comprising of 3000 terminals in 45 client sites across Canada including CBC, Canaccord Capital, State Street Bank & Trust, Ontario Teacher’s Pension Plan, Ontario Financing Authority, First Associates, and Friedberg Mercantile. This product competes with the Bloomberg terminal.

  • Received client commendation (CBC) for handling rollout at their site which was previously stalemated for 6 months due to various technical and sales issues. Also received internal recognition from Account Manager and technical support team for work in helping them to resolve these outstanding problems.

Reuters Terminal to Reuters Kobra Migration/Upgrade (2002-2003)(Project Implementation Team)

System upgrade project to replace existing Reuters Terminals with Reuters Kobra at 40 client sites including UBS Bunting Warburg, Bank of America, SEI Investments, CIBC, BMO, TD Waterhouse, BNP Paribas, Citibank, Deutsche Bank, Société Générale, and HSBC. Involved synchronizing circuit upgrades, network redesign, software deployment, and data migration from legacy terminals.

  • Completed assigned client site migrations on schedule and budget with minimum system down time

U.S. Market Decimalization Project (2001)(Project Implementation Team)

Due to changes in US market exchanges, all existing Reuters market data terminals (~1000) required display template updates to accommodate for the decimalization of stock prices.

  • Completed assigned software updates for 100+ terminals over 5 month period with no system down time

Reuters CXTrader Project (2000-2001)(Project Implementation Team)

Large scale, multi-million dollar project involving replacement of 1000 Torex terminals at 50 client sites (including CIBC, TD, BMO, BNS, Dundee Corp., NBF, Yorkton Securities, Sprott Securities, and RBC) due to Torex’s decommissioning by TSX. Phase 1 involved replacing all Torex terminals by October 2000 deadline. Phase 2 involved extensive product rollout at various banks and brokerage sites to increase market share in real-time trading system. Required coordination of telecommunications installation, network design, and hardware and software deployment.

  • Achieved distinction for successfully taking control of complex technical troubleshooting and conflict issue resolution for a major technical problem with application (Research Capital and W.D. Latimer)
  • Planned and successfully executed large client site deployment of 30 CXTrader terminals over 2-day period in conjunction with client office relocation project (Raymond James Ltd.)



Master's Certificate

George Washington University

e-Learning Certificate

7 courses:

  • Managing Projects
  • Project Leadership, Management & Communication
  • Quality for Project Managers
  • Scheduling & Cost Control
  • IT Risk Management
  • Systems Integration Project Management
  • PMP Exam Prep
Mar 2006 - Nov 2008

Master of Project Management

University of Sydney

Graduated with Honours.

Master Project Thesis: Leveraging Knowledge Management in the Program Management Lifecycle

Courses Completed:

  • Quantitative Methods in Project Management
  • Qualitative Methods in Project Management
  • ICT & Innovation in Project Management
  • Advanced Knowledge in Project Management
  • Project Process Planning & Control
  • Strategic Portfolio & Program Management
  • Master Knowledge in Project Management
Jan 2006 - Dec 2007

Master of Science

School of Oriental and African Studies, U. of London

Graduated with Merit.

Courses Completed:

  • Public Policy & Management: Perspectives & Issues
  • Methods of Public Financial Management
  • Management of Information & Information Systems
  • Public Policy & Management Research: Principles & Practices
  • International Monetary Fund & Economic Policy
  • Decentralisation & Local Governance
  • Managing Organisation Change



Microsoft Certified Systems Engineer (MCSE)


Project Management Professional (PMP)

Project Management Institute